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Generate more leads with the Wealthbox + Ubinary integration
Wealthbox / Ubinary
Integrations

Generate more leads with the Wealthbox + Ubinary integration

LeadsBridge is a reliable integration platform that supports you with 370 integrations. Start now connecting Wealthbox and Ubinary

Quick summary of Wealthbox

Wealthbox CRM is a Web-based CRM software, which highlights a social activity stream that allows advisors to collaborate internally with their staff and monitor external client and prospect activity coming from social networks and integrated financial apps. Wealthbox is designed for offices with solo practitioners as well as groups of advisors and their assistants. A full-featured companion mobile app is available for iPhone, iPad, and Android users and is free of charge. Wealthbox CRM has contact, task, automated workflow, opportunity, calendar and project management modules for advisors to track client activity, collaborate with staff, and build their books of business.

In addiction, this software offer the Activity Streams that allow advisors to collaborate on CRM updates in a real-time feed and receive notifications within the firm. Customized activity streams in Wealthbox can also import external data from social networks, financial planning/portfolio services, broker-dealers, custodian enterprises, and financial media publishers. Through social media integrations, financial advisors can view their prospects and clients on sites like Linkedin and Twitter, and import contact names, bios, and headshots for enriched contact management profiles.

Wealthbox is integrated with tools advisors use, such as Pershing's Albridge, Blueleaf, LaserApp and Quick! Form, with many more integrations in development and to be released soon.

Quick summary of Ubinary

Ubinary is an easy-to-use trading platform designed for both experienced traders and new customers who want to start trading.

With Ubinary, trading with binary options is simple, thanks an intuitive interface that allows you to start immediately. Ubinary offers many trading tools that allow you to flip the direction of a trade or have your charts full of information and data.

With Ubinary you can get a variety of account types, in order to find what fits for your trading profile. You can start with a mini-account, wish a 25% bonus, or open a gold account, which enables you to get 40% in bonus.


What you can do with Wealthbox and Ubinary

Create new Ubinary leads with Wealthbox

Update Ubinary leads with Wealthbox


About LeadsBridge

LeadsBridge is a set of automation tools designed to integrate businesses' assets with the most popular advertising platforms and lead generation tools.

Thanks to its cutting-edge technology, LeadsBridge allows companies to securely sync data to/from over +370 CRMs and custom solutions, avoiding any type of marketing interruptions and manual work.

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